Using attributes to populate values/information
A special feature you can use in the line items is our {{ attributes }}. By using this feature, you can embed/populate values from the equipment/checklist and use them directly in the line items.
Take this example: At the checklist level, you have already specified the manufacturer name to be Mitsubishi. Within the line items, it's possible to use that value. For example, a line item could be: "Is the manufacturer: `{{ Manufacturer }}`?". That would be translated into "Is the manufacturer: Mitsubishi ?".
CxPlanner uses a smart feature to auto-detect and utilize the attributes. It can even derive them from multi-line text (see examples below).
Getting all the data from a column (see manufacturer example below)
Getting partial data, e.g. looking up specific data (see voltage example below)
Transforming text to hyperline (format like: {{ link:www.cxplanner.com }})
Transforming text to file-preview (requires you to upload the file in the file-module on the project first, and then format like: {{ file:filename.pdf }})
In the screenshot below, we are using two attributes:
As seen in the screenshot below, we have a dedicated column for the manufacturer, and another column named "data" which contains a lot of information.
In the example here CxPlanner will first utilize the "Manufacturer" column, and after that it'll loop through the "Data" column and using the "Voltage" value - see below.
When you import the template, your attributes will automatically use the data.
Using the `{{ file:FILENAME.pdf }}`and {{ link:cxplanner.com }} will auto transform it into clickable links:
Take this example: At the checklist level, you have already specified the manufacturer name to be Mitsubishi. Within the line items, it's possible to use that value. For example, a line item could be: "Is the manufacturer: `{{ Manufacturer }}`?". That would be translated into "Is the manufacturer: Mitsubishi ?".
CxPlanner uses a smart feature to auto-detect and utilize the attributes. It can even derive them from multi-line text (see examples below).
Features
Getting all the data from a column (see manufacturer example below)
Getting partial data, e.g. looking up specific data (see voltage example below)
Transforming text to hyperline (format like: {{ link:www.cxplanner.com }})
Transforming text to file-preview (requires you to upload the file in the file-module on the project first, and then format like: {{ file:filename.pdf }})
Setting up the checklist to use attributes
In the screenshot below, we are using two attributes:
The data to populate
As seen in the screenshot below, we have a dedicated column for the manufacturer, and another column named "data" which contains a lot of information.
In the example here CxPlanner will first utilize the "Manufacturer" column, and after that it'll loop through the "Data" column and using the "Voltage" value - see below.
Importing the checklists
When you import the template, your attributes will automatically use the data.
Transforming external links and file shortcuts
Using the `{{ file:FILENAME.pdf }}`and {{ link:cxplanner.com }} will auto transform it into clickable links:
Updated on: 12/17/2024
Thank you!